U.S. and China Reaffirm Dialogue Following Trade Truce ℹ️
U.S. and China maintain diplomatic communication through high-level call, but tensions persist over AI chip trade restrictions and potential economic confrontation.
Diplomatic communication signals potential de-escalation, but underlying trade tensions remain significant. Geopolitical dynamics could influence global market sentiment and technology sector interactions.
New China Stimulus Aims at Small and Micro Businesses ℹ️
China's financial authorities propose stimulus measures to support small and micro-sized enterprises through expanded financing access, reduced lending fees, and simplified loan procedures.
Targeted financial stimulus signals potential economic recovery and support for small businesses, which could positively influence emerging market and regional economic sentiment.
China, ASEAN Finalize Upgraded Trade Deal Amid U.S. Tensions ℹ️
China and ASEAN have concluded negotiations on a comprehensive free-trade agreement (version 3.0), expanding economic cooperation across digital, green, and technological sectors.
Geopolitical trade developments signal strategic economic realignment, potentially reshaping regional trade dynamics and supply chain configurations with broad market implications.
No Urgency for Bond Policy Shift: BoJ Noguchi ℹ️
Bank of Japan board member Asahi Noguchi discusses potential JGB purchase reduction in 2025-2026, emphasizing gradual policy normalization while highlighting economic recovery and potential global economic risks.
Macroeconomic policy discussions signal potential shifts in Japanese monetary strategy, with implications for global market stability and investment sentiment. The cautious tone and long-term planning perspective suggest measured economic adjustments.
Japan Mulls Tax on Small Parcels ℹ️
Japan is considering removing tax exemptions for small e-commerce parcels under JPY 10,000, potentially applying a 10% sales tax to imports from platforms like Shein and Temu.
Regulatory changes in cross-border e-commerce taxation could have moderate market implications, potentially affecting global trade dynamics and e-commerce platform revenues without causing significant market disruption.
U.S. Eyes Duties on Chinese Battery Materials Over Subsidies ℹ️
U.S. Commerce Department found Chinese battery material producers received unfair subsidies up to 721%, potentially leading to anti-subsidy duties on graphite and silicon used in EV anodes.
Trade tensions and potential tariffs could disrupt global supply chains for electric vehicle components, impacting technology and manufacturing sectors with potential cost increases and market uncertainty.
China's Fiscal Revenue Drops 0.4% in Jan-April ℹ️
China's fiscal revenue slightly declined by 0.4% in the first four months of 2025, with tax revenue shrinking 2.1% while fiscal expenditure increased by 4.6%.
Declining fiscal revenue signals potential economic challenges, with modest contraction in tax collection and increased government spending indicating potential economic stimulus efforts.
India Seeks Partial Trade Deal with U.S. to Avert July Tariffs ℹ️
India and the U.S. are negotiating a multi-stage trade deal, with an interim agreement expected before July, focusing on market access for industrial and agricultural goods.
Potential trade agreements signal improved economic cooperation and reduced trade barriers, which could positively influence global market sentiment and international trade dynamics.
China’s Big Banks Slash Deposit Rates ℹ️
Four major Chinese state-owned banks reduced deposit interest rates by 5-25 basis points across various terms, signaling broader monetary easing to support China's slowing economy.
Monetary policy adjustments indicate economic challenges, potentially signaling reduced growth expectations and investor confidence in Chinese financial markets, which could impact global market sentiment and emerging market investments.
China Slams U.S. Huawei Chip Ban as Threat to Trade Truce ℹ️
U.S. Commerce Department issued a directive targeting Huawei's Ascend chips, alleging illegal technology use, which China strongly criticized as undermining recent trade consensus.
Escalating U.S.-China technology tensions could disrupt global trade stability, potentially impacting technology supply chains and international market sentiment, with potential ripple effects across technology and semiconductor sectors.
China Economic Recovery Remains Fragile:NBS ℹ️
China's economic recovery shows mixed signals with industrial production rising 6.1% but retail sales and real estate investment remaining weak, while unemployment slightly improved and trade tensions with the US are easing.
Mixed economic indicators suggest cautious recovery with potential global market implications. Industrial production beats forecasts, but weak consumption and real estate investment signal underlying challenges in China's economic landscape.
China Economic Recovery Remains Fragile: NBS ℹ️
China's economic recovery shows mixed signals with industrial production rising 6.1% but retail sales and real estate investment remaining weak, while unemployment slightly improved and trade tensions with the US are easing.
Mixed economic indicators suggest cautious optimism with potential moderate global market implications. Industrial production beats forecasts, but weak consumption and real estate investment signal underlying challenges in China's economic recovery.
China Imposes Anti-Dumping Duties on Plastics ℹ️
China imposed significant anti-dumping duties on polyformaldehyde copolymers imports from the US, EU, Japan, and Taiwan, with rates ranging from 3.8% to 74.9%.
Trade tensions and protectionist measures could disrupt global supply chains and increase manufacturing costs, potentially impacting broader market sentiment and international trade dynamics.